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Mine & Arao Wealth Creation & Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Mine & Arao Wealth Creation & Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$338K Buy
3,313
+43
+1% +$4.43K 0.12% 60
2026
Q1 		$338K Hold
3,270
– – 0.14% 58
2025
Q4 		$335K Buy
3,270
+30
+0.9% +$3.09K 0.13% 60
2025
Q3 		$335K Buy
3,240
+27
+0.8% +$2.79K 0.14% 59
2025
Q2 		$331K Buy
3,213
+35
+1% +$3.59K 0.15% 56
2025
Q1 		$329K Sell
3,178
-84
-3% -$8.56K 0.16% 55
2024
Q4 		$328K Sell
3,262
-746
-19% -$75.2K 0.15% 55
2024
Q3 		$406K Sell
4,008
-243
-6% -$24.3K 0.19% 54
2024
Q2 		$423K Buy
4,251
+150
+4% +$14.9K 0.21% 50
2024
Q1 		$408K Sell
4,101
-29
-0.7% -$2.87K 0.2% 50
2023
Q4 		$407K Buy
4,130
+19
+0.5% +$1.85K 0.22% 49
2023
Q3 		$398K Sell
4,111
-74
-2% -$7.19K 0.24% 46
2023
Q2 		$408K Sell
4,185
-128
-3% -$12.6K 0.24% 47
2023
Q1 		$428K Buy
4,313
+100
+2% +$9.78K 0.27% 46
2022
Q4 		$408K Sell
4,213
-61
-1% -$5.93K 0.3% 46
2022
Q3 		$411K Buy
4,274
+171
+4% +$17.1K 0.3% 43
2022
Q2 		$416K Buy
4,103
+63
+2% +$6.5K 0.29% 47
2022
Q1 		$424K Sell
4,040
-37
-0.9% -$3.9K 0.25% 50
2021
Q4 		$432K Buy
4,077
+129
+3% +$13.7K 0.24% 48
2021
Q3 		$417K Buy
3,948
+52
+1% +$5.52K 0.25% 48
2021
Q2 		$414K Buy
3,896
+329
+9% +$34.9K 0.25% 49
2021
Q1 		$377K Hold
3,567
– – 0.25% 51
2020
Q4 		$372K Buy
3,567
+24
+0.7% +$2.49K 0.27% 46
2020
Q3 		$369K Buy
3,543
+95
+3% +$9.83K 0.3% 44
2020
Q2 		$353K Sell
3,448
-13
-0.4% -$1.32K 0.33% 42
2020
Q1 		$346K Buy
3,461
+1
+0% +$101 0.4% 38
2019
Q4 		$348K Buy
+3,460
New +$347K 0.33% 40

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's STIP Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.3% in Q2 2026, buying an estimated $4.43K and bringing the position to 3,313 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #60.

Mine & Arao Wealth Creation & Management first reported a position in STIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $432K in Q4 2021. 493 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Mine & Arao Wealth Creation & Management held 3,313 shares of iShares 0-5 Year TIPS Bond ETF worth $338K as of Q2 2026.
  • Mine & Arao Wealth Creation & Management bought 43 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $4.43K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.12% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #60 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Mine & Arao Wealth Creation & Management's iShares 0-5 Year TIPS Bond ETF position peaked at $432K in Q4 2021.
  • 493 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.